See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,405 | $42,548+20.8% | $74,550-31.0% | $56,287-8.7% |
| Participation rate | 41.3% | 60.5%-19.1pp | 69.1%-27.8pp | 69.9%-28.5pp |
| Annual return | -5.64% | 12.40%-18.0pp | 32.53%-38.2pp | -9.96%+4.3pp |
| Employer contribution / active EE | $380 | $855-55.5% | $1,961-80.6% | $2,111-82.0% |
| Participant deferral / active EE | $1,099 | $2,277-51.7% | $3,108-64.6% | $3,350-67.2% |
| Admin fee / account holder | $1,157 | $467+147.7% | $5,060-77.1% | $521+122.1% |